About
Inception & Now
Started by liked minded CFPs in Bengaluru way back in 2005 as an informal group. Later registered as COFP
The Council of Financial Planners (COFP) is a Not-For-Profit Organization, registered with Registrar of Societies, Bengaluru, under The Karnataka Societies Registration Act, 1960, with registration number DRB/SOR/235/13-14
Managed by ‘Executive Committee’ elected by the members
Activities
Regular Activities of the COFP
Monthly Knowledge Sessions for Members: Regular monthly meets where distinguished experts (Professors from Academia, Highly experienced Professional from the Industry, Investment Guru’s, Fund Managers, Scholars, Economists) are invited to speak and present about various topics and facet of Finance, Investments, Taxation etc
Financial Awareness Initiative for Consumers: COFP organize Financial literacy programs through the brand ‘Arthapragna’. Meaning of Arthapragna in English is Financial Awareness. It is a series of Financial Awareness Programs for consumers / general public. Team of trained Volunteers conduct these program in standardized format.
Annual Retreat for Professionals & Enthusiasts: Grand, yearly conference event of COFP – where India best Financial Planners meet, interact, learn from each other and highly reputed speakers, luminaries and scholars
Other Activities
Professional Trainings & Workshops
Representations to Industry Bodies, Regulators and Govt. on behalf of professionals and practitioners
Past Presidents
Srinivasan B, CFP
Founder President & Mentor
Tiru Sheshacharya, CFP
Past President & Mentor
Uday Dhoot, CFP
Past President & Mentor
Executive Committee
Yuvaraja, CFP
President
Suresh A, CFP
Secretary
Jayesh Doshi, CFP
Treasurer
Dilshad Billimoria, CFP
EC Member, Lead for Industry Collaboration
Girish Kodashettar, CFP
EC Member, Lead for Website & Tech Initiatives, KM Team Member
Gokul S, CFP
EC Member, Lead for Member Engagement
Pradeep Hattangadi, CFP
EC Member, Compliance Mentor
Praveen R K, CFP
EC Member, KM Team Member, Artha Pargna Team Member
Savita Shrimal, CFP
EC Member, KM Team Lead
Shweta Jain, CFP
EC Member, Social Media Team Lead
Vinay Kumar L, CFP
EC Member, KM Team Member, Social Media Team Member
Preeti Shenoy
Executive Assistant
Other (Non-EC) Team Leaders & Members
Vanitha C K
Arth Pragna Team Lead
Upendra Vijay
KM Team Member